Brent Patry

CFP®, Financial Consultant

245 Main Street
Oneonta, NY 13820
T: 607-432-1700
F: 607-433-4161


Brent is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals.

He has held professional positions as a junior accountant, and has international corporate sales experience. Brent is an accomplished hockey player, having played and coached professionally in Europe and North America. He holds a B.S. in finance from Rochester Institute of Technology.

Brent works with a network of highly skilled individuals at Community Investment Services to provide financial services that include:

  • Retirement Planning
  • Estate Planning
  • College Funding
  • Investment Planning
  • Insurance Services